Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
No.2 Methuen ParkChippenhamWiltshireSN14 0GBUNITED KINGDOM- Phone
- +443303030237
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Complaints Contact
3700Birmingham Business ParkBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +4401217671139
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Credit Score Services
Show 1 limitation Hide limitations
- · This permission is limited to not carrying out credit repair services
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Paul Russell Maston
IRN PRM00013
- (222)CF1 Director (AR) (3 Mar 2016 to 2 Aug 2019)
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Paul Sach
IRN PXS00230
- (208)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Dec 2019)
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Paul Sample
IRN PXS18969
- (46)CF1 Director (AR) (since 23 Aug 2019)
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Paul Shannon
IRN PXS00224
- (2440)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2442)CF1 Director (AR) (since 16 Oct 2025)
- (2441)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Paul Simon McGerrigan
IRN PSM01105
- (2222)CF1 Director (AR) (31 Jan 2011 to 5 May 2023)
- (2221)CF4 Partner (AR) (10 May 2010 to 28 Jan 2011)
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Paul Thomas Shepstone
IRN PXS00229
- (1701)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Sep 2024)
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Paul Timothy Walton
IRN PTW00005
- (93)CF1 Director (AR) (16 Jan 2015 to 28 Feb 2018)
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Paul Walker
IRN PXW00416
- (823)Appointed representative dealing with clients for which they require qualification (5 Feb 2024 to 13 May 2024)
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Paul Wilfred Stewart
IRN PWS00021
- (25)CF1 Director (AR) (10 May 2010 to 17 Jun 2010)
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Paul William Cresswell
IRN PWC01053
- (492)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (493)Appointed representative dealing with clients for which they require qualification (since 14 Mar 2022)
- (623)Appointed representative dealing with clients for which they require qualification (27 Apr 2021 to 27 Aug 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Dave Griffiths
FRN 690192 · Appointed 29 Apr 2015
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John Legg
FRN 589567 · Appointed 27 Apr 2015
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Delta Mortgage Services LLP
FRN 687506 · Appointed 21 Apr 2015
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Donald Morgan
FRN 684443 · Appointed 14 Apr 2015
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Darryl Ingram
FRN 684330 · Appointed 14 Apr 2015
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Trevor Parkes
FRN 674855 · Appointed 2 Mar 2015
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Hopkins Financial Services Ltd
FRN 672345 · Appointed 18 Feb 2015
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FB Business Solutions Ltd
FRN 495871 · Appointed 3 Feb 2015
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Sean Curran
FRN 412766 · Appointed 29 Jan 2015
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Blue Strawberry Financial Services Ltd
FRN 668388 · Appointed 27 Jan 2015
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2480)CF1 Director (AR)
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controlled function added: (2479)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2478)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2477)CF1 Director (AR)
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controlled function added: (2476)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2475)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2474)CF1 Director (AR)
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controlled function added: (2473)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2472)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2471)CF1 Director (AR)